MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$6.36M
3
+$5.87M
4
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$4.77M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$4.58M

Top Sells

1
+$7.35M
2
+$6.53M
3
+$5.66M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.79M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.5M

Sector Composition

1 Technology 12.32%
2 Consumer Discretionary 5.1%
3 Healthcare 4.64%
4 Financials 4.31%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.09M 0.09%
99,426
+2,008
227
$1.09M 0.09%
2,326
+141
228
$1.09M 0.09%
14,824
-844
229
$1.09M 0.09%
39,748
-2,600
230
$1.08M 0.09%
4,465
+248
231
$1.08M 0.09%
21,588
+8,748
232
$1.08M 0.09%
27,254
-2,347
233
$1.07M 0.09%
43,382
-530
234
$1.06M 0.09%
52,954
+911
235
$1.06M 0.09%
19,074
+4,749
236
$1.06M 0.09%
17,760
+13
237
$1.05M 0.09%
27,718
-52
238
$1.05M 0.09%
12,646
-2,342
239
$1.05M 0.09%
6,762
-325
240
$1.05M 0.09%
+20,631
241
$1.05M 0.09%
9,045
+1,936
242
$1.04M 0.09%
60,094
+16
243
$1.04M 0.09%
2,113
+383
244
$1.02M 0.09%
11,786
-177
245
$1.02M 0.09%
15,620
-2,175
246
$1.02M 0.09%
35,049
-1,522
247
$1.01M 0.09%
4,862
+1,671
248
$1.01M 0.09%
46,682
+28,310
249
$1.01M 0.09%
+25,435
250
$1.01M 0.09%
69,333
+4,808
8 9
10
11 12